7,142 Equity jobs in the United States
Equity / Derivatives Trader, Vice President
94103, California
BlackRock
Posted 1 day ago
Job Viewed
Job Description
**About this role**
**Business Unit Overview**
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. The Global Trading business executes trades on behalf of all portfolio management teams at the firm. The team is organized along regions and asset classes, providing the best service to our investment teams, and achieving optimal outcomes for our clients. We believe BlackRock's size and scale serves as a distinct advantage, uniquely positioning us to access liquidity and deliver consistently strong execution.
**About this role**
This role will be based on the San Francisco Equity Trading desk.
The Equity Trading team in San Francisco is part of the Global Trading group within BlackRock Global Markets (BGM) and is responsible for executing equity and equity derivative orders in the Americas. This includes substantial volumes of cash equities, CFDs, listed and OTC derivatives.
The team supports a range of internal investment teams and products, including index funds, iShares, systematic active, and transition management. Members of the team collaborate with BlackRock portfolio managers, strategists, researchers, and other stakeholders to formulate trade strategies, deliver platform solutions and execution.
**Your** **Responsibilities:**
+ Seek to provide Best Execution across a range of equity and equity derivatives products (futures, ETFs, TRS, convertible bonds) for BlackRock's internal businesses
+ Manage orders and trading workflow in a risk-controlled manner as afiduciary
+ Monitor market activity in areas of specialization and provide feedback to portfolio managers and internal partner groups
+ Support investment teams withmarket color, information flow, and data analysis requests
+ Oversee day-to-day tasks in support of trading activities and as a liaison with trading operations
+ Proactively contribute to improving investment processes to reduce transaction costs and to identify outperformance opportunities
+ Partner with internal eTrading and Trading Research groups to innovate systems, trading analytics, and coordinate implementation
+ Develop and maintain essential external relationships as required for Best ExecutionActively participate in internal and external speaking engagements, showcasing expertise in markets, products, and representing BlackRock's institutional strengths
**Qualifications:**
+ BA/BS or higher degree(s)
+ 5-7 years of relevant equity or equity derivatives trading experience
+ Comprehensive understanding of liquidity and microstructure of equity markets
+ Extensive experience using electronic/algorithmic execution tools
+ Strong understanding of concepts in portfolio-/risk management
+ Demonstrated proficiency with technology across trading systems/platforms (FlexTrader, TradeWeb, and BBG experience preferred)
+ Effective communication skills and demonstrated ability to work with multiple partners and stakeholders
+ Analytical and creative approach to solving complex problems
+ Well organized, disciplined approach to work with a high level of attention to detail
+ Willingness to learn and trade new asset classes and trading strategies
+ Strong work ethic with high degree of self-motivation
+ Data analysis or financial coding skills preferred (Python, R, SQL, etc.)
For San Francisco, CA Only the salary range for this position is USD$155,000.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
**Business Unit Overview**
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. The Global Trading business executes trades on behalf of all portfolio management teams at the firm. The team is organized along regions and asset classes, providing the best service to our investment teams, and achieving optimal outcomes for our clients. We believe BlackRock's size and scale serves as a distinct advantage, uniquely positioning us to access liquidity and deliver consistently strong execution.
**About this role**
This role will be based on the San Francisco Equity Trading desk.
The Equity Trading team in San Francisco is part of the Global Trading group within BlackRock Global Markets (BGM) and is responsible for executing equity and equity derivative orders in the Americas. This includes substantial volumes of cash equities, CFDs, listed and OTC derivatives.
The team supports a range of internal investment teams and products, including index funds, iShares, systematic active, and transition management. Members of the team collaborate with BlackRock portfolio managers, strategists, researchers, and other stakeholders to formulate trade strategies, deliver platform solutions and execution.
**Your** **Responsibilities:**
+ Seek to provide Best Execution across a range of equity and equity derivatives products (futures, ETFs, TRS, convertible bonds) for BlackRock's internal businesses
+ Manage orders and trading workflow in a risk-controlled manner as afiduciary
+ Monitor market activity in areas of specialization and provide feedback to portfolio managers and internal partner groups
+ Support investment teams withmarket color, information flow, and data analysis requests
+ Oversee day-to-day tasks in support of trading activities and as a liaison with trading operations
+ Proactively contribute to improving investment processes to reduce transaction costs and to identify outperformance opportunities
+ Partner with internal eTrading and Trading Research groups to innovate systems, trading analytics, and coordinate implementation
+ Develop and maintain essential external relationships as required for Best ExecutionActively participate in internal and external speaking engagements, showcasing expertise in markets, products, and representing BlackRock's institutional strengths
**Qualifications:**
+ BA/BS or higher degree(s)
+ 5-7 years of relevant equity or equity derivatives trading experience
+ Comprehensive understanding of liquidity and microstructure of equity markets
+ Extensive experience using electronic/algorithmic execution tools
+ Strong understanding of concepts in portfolio-/risk management
+ Demonstrated proficiency with technology across trading systems/platforms (FlexTrader, TradeWeb, and BBG experience preferred)
+ Effective communication skills and demonstrated ability to work with multiple partners and stakeholders
+ Analytical and creative approach to solving complex problems
+ Well organized, disciplined approach to work with a high level of attention to detail
+ Willingness to learn and trade new asset classes and trading strategies
+ Strong work ethic with high degree of self-motivation
+ Data analysis or financial coding skills preferred (Python, R, SQL, etc.)
For San Francisco, CA Only the salary range for this position is USD$155,000.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
View Now
0
Trader I- Equity Trading
85282 Tempe, Arizona
Edward Jones
Posted 1 day ago
Job Viewed
Job Description
**Your passion. Our purpose. This could be powerful.**
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Oct-2025. The posting may close early due to the volume of applicants.
**Team Overview:**
The Equity Trading Team at Edward Jones is responsible for delivering value to our clients through the management and execution of the firm's equity orders (Stocks & ETFs). The team strives to provide timely, quality executions by seeking liquidity, price improvement, and minimizing market impact. The team partners with our branch teams and other internal stakeholders as a resource to develop unique, personalized trading strategies based on specific client needs. The team is also responsible for managing the regulatory risk to the firm by ensuring compliance with all industry regulations Additionally, the team is responsible for supporting firm and division business objectives while advancing the equity business through innovation, data analytics, and operational efficiencies.
**What You Will Do:**
As a Trader I in the Equity Trading Department, expectations are that you would have a strong and growing interest in capital markets, strong risk management skills and be able to make routine order management decisions with minimal oversight. Attention to detail is a must as your decisions directly impact clients and carry significant regulatory, financial, and reputational risk. If you have the desire and drive to trade on a fast-paced agency desk in alignment with the strategic direction of the firm, this may be the ideal opportunity for you.
Responsibilities include:
+ Timely and accurately manage the firm's retail order flow (Stocks/ETFs) in an agency capacity across multiple account types, including Brokerage, Investment Advisory, Trust, and Managed Accounts.
+ Identify and source liquidity across a spectrum of liquidity profiles and market conditions to manage both individual security and portfolio level transactions in efforts to ensure best execution on all orders.
+ Proficient application of internal and external trading systems and related tools
+ Proficient application of capital markets analytics, trading strategies, and risk management techniques.
+ Evaluate and analyze data by applying insights to trading related decisions via coding or reporting tools.
+ Deliver client service excellence for all branch-related inquiries, enhancing the branch experience when possible.
+ Strive for operational excellence to scale the quantity and quality of workflows via creative enhancements and automation.
+ Build the depth and breadth of internal and external networks, including dealer relationships.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**Hiring Minimum:** $72700
**Hiring Maximum:** $
Read More About Job Overview
**Skills/Requirements**
**What Experience You Need:**
+ B.A./B.S. degree in business, economics, finance, or quantitative related field
+ 18+ months of financial service experience required
+ Series 7 and 63/66 required; additional desk specific licenses are needed within 6 months of hire (52, 55/57, CSI)
+ Successful demonstration of problem-solving techniques with a proficient level of authority complexity, and risk
+ Strong math skills; accuracy is important
+ Strong communication and time management skills
**What Could Set You Apart:**
+ Capital markets experience
+ Client Service and/or financial industry experience
+ CFP, MBA, CFA, CPA or working towards designation(s)
+ Proficiency in non-trading applications or coding language (i.e. Microsoft Suite, Power BI, Tableau, VBA, SQL)
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
**Current INTERNAL home-based associates:** While this role is posted as hybrid, **if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Oct-2025. The posting may close early due to the volume of applicants.
**Team Overview:**
The Equity Trading Team at Edward Jones is responsible for delivering value to our clients through the management and execution of the firm's equity orders (Stocks & ETFs). The team strives to provide timely, quality executions by seeking liquidity, price improvement, and minimizing market impact. The team partners with our branch teams and other internal stakeholders as a resource to develop unique, personalized trading strategies based on specific client needs. The team is also responsible for managing the regulatory risk to the firm by ensuring compliance with all industry regulations Additionally, the team is responsible for supporting firm and division business objectives while advancing the equity business through innovation, data analytics, and operational efficiencies.
**What You Will Do:**
As a Trader I in the Equity Trading Department, expectations are that you would have a strong and growing interest in capital markets, strong risk management skills and be able to make routine order management decisions with minimal oversight. Attention to detail is a must as your decisions directly impact clients and carry significant regulatory, financial, and reputational risk. If you have the desire and drive to trade on a fast-paced agency desk in alignment with the strategic direction of the firm, this may be the ideal opportunity for you.
Responsibilities include:
+ Timely and accurately manage the firm's retail order flow (Stocks/ETFs) in an agency capacity across multiple account types, including Brokerage, Investment Advisory, Trust, and Managed Accounts.
+ Identify and source liquidity across a spectrum of liquidity profiles and market conditions to manage both individual security and portfolio level transactions in efforts to ensure best execution on all orders.
+ Proficient application of internal and external trading systems and related tools
+ Proficient application of capital markets analytics, trading strategies, and risk management techniques.
+ Evaluate and analyze data by applying insights to trading related decisions via coding or reporting tools.
+ Deliver client service excellence for all branch-related inquiries, enhancing the branch experience when possible.
+ Strive for operational excellence to scale the quantity and quality of workflows via creative enhancements and automation.
+ Build the depth and breadth of internal and external networks, including dealer relationships.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**Hiring Minimum:** $72700
**Hiring Maximum:** $
Read More About Job Overview
**Skills/Requirements**
**What Experience You Need:**
+ B.A./B.S. degree in business, economics, finance, or quantitative related field
+ 18+ months of financial service experience required
+ Series 7 and 63/66 required; additional desk specific licenses are needed within 6 months of hire (52, 55/57, CSI)
+ Successful demonstration of problem-solving techniques with a proficient level of authority complexity, and risk
+ Strong math skills; accuracy is important
+ Strong communication and time management skills
**What Could Set You Apart:**
+ Capital markets experience
+ Client Service and/or financial industry experience
+ CFP, MBA, CFA, CPA or working towards designation(s)
+ Proficiency in non-trading applications or coding language (i.e. Microsoft Suite, Power BI, Tableau, VBA, SQL)
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
**Current INTERNAL home-based associates:** While this role is posted as hybrid, **if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
View Now
1
Trader I- Equity Trading
63112 Saint Louis, Missouri
Edward Jones
Posted 5 days ago
Job Viewed
Job Description
**Your passion. Our purpose. This could be powerful.**
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Oct-2025. The posting may close early due to the volume of applicants.
**Team Overview:**
The Equity Trading Team at Edward Jones is responsible for delivering value to our clients through the management and execution of the firm's equity orders (Stocks & ETFs). The team strives to provide timely, quality executions by seeking liquidity, price improvement, and minimizing market impact. The team partners with our branch teams and other internal stakeholders as a resource to develop unique, personalized trading strategies based on specific client needs. The team is also responsible for managing the regulatory risk to the firm by ensuring compliance with all industry regulations Additionally, the team is responsible for supporting firm and division business objectives while advancing the equity business through innovation, data analytics, and operational efficiencies.
**What You Will Do:**
As a Trader I in the Equity Trading Department, expectations are that you would have a strong and growing interest in capital markets, strong risk management skills and be able to make routine order management decisions with minimal oversight. Attention to detail is a must as your decisions directly impact clients and carry significant regulatory, financial, and reputational risk. If you have the desire and drive to trade on a fast-paced agency desk in alignment with the strategic direction of the firm, this may be the ideal opportunity for you.
Responsibilities include:
+ Timely and accurately manage the firm's retail order flow (Stocks/ETFs) in an agency capacity across multiple account types, including Brokerage, Investment Advisory, Trust, and Managed Accounts.
+ Identify and source liquidity across a spectrum of liquidity profiles and market conditions to manage both individual security and portfolio level transactions in efforts to ensure best execution on all orders.
+ Proficient application of internal and external trading systems and related tools
+ Proficient application of capital markets analytics, trading strategies, and risk management techniques.
+ Evaluate and analyze data by applying insights to trading related decisions via coding or reporting tools.
+ Deliver client service excellence for all branch-related inquiries, enhancing the branch experience when possible.
+ Strive for operational excellence to scale the quantity and quality of workflows via creative enhancements and automation.
+ Build the depth and breadth of internal and external networks, including dealer relationships.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**Hiring Minimum:** $72700
**Hiring Maximum:** $
Read More About Job Overview
**Skills/Requirements**
**What Experience You Need:**
+ B.A./B.S. degree in business, economics, finance, or quantitative related field
+ 18+ months of financial service experience required
+ Series 7 and 63/66 required; additional desk specific licenses are needed within 6 months of hire (52, 55/57, CSI)
+ Successful demonstration of problem-solving techniques with a proficient level of authority complexity, and risk
+ Strong math skills; accuracy is important
+ Strong communication and time management skills
**What Could Set You Apart:**
+ Capital markets experience
+ Client Service and/or financial industry experience
+ CFP, MBA, CFA, CPA or working towards designation(s)
+ Proficiency in non-trading applications or coding language (i.e. Microsoft Suite, Power BI, Tableau, VBA, SQL)
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
**Current INTERNAL home-based associates:** While this role is posted as hybrid, **if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Oct-2025. The posting may close early due to the volume of applicants.
**Team Overview:**
The Equity Trading Team at Edward Jones is responsible for delivering value to our clients through the management and execution of the firm's equity orders (Stocks & ETFs). The team strives to provide timely, quality executions by seeking liquidity, price improvement, and minimizing market impact. The team partners with our branch teams and other internal stakeholders as a resource to develop unique, personalized trading strategies based on specific client needs. The team is also responsible for managing the regulatory risk to the firm by ensuring compliance with all industry regulations Additionally, the team is responsible for supporting firm and division business objectives while advancing the equity business through innovation, data analytics, and operational efficiencies.
**What You Will Do:**
As a Trader I in the Equity Trading Department, expectations are that you would have a strong and growing interest in capital markets, strong risk management skills and be able to make routine order management decisions with minimal oversight. Attention to detail is a must as your decisions directly impact clients and carry significant regulatory, financial, and reputational risk. If you have the desire and drive to trade on a fast-paced agency desk in alignment with the strategic direction of the firm, this may be the ideal opportunity for you.
Responsibilities include:
+ Timely and accurately manage the firm's retail order flow (Stocks/ETFs) in an agency capacity across multiple account types, including Brokerage, Investment Advisory, Trust, and Managed Accounts.
+ Identify and source liquidity across a spectrum of liquidity profiles and market conditions to manage both individual security and portfolio level transactions in efforts to ensure best execution on all orders.
+ Proficient application of internal and external trading systems and related tools
+ Proficient application of capital markets analytics, trading strategies, and risk management techniques.
+ Evaluate and analyze data by applying insights to trading related decisions via coding or reporting tools.
+ Deliver client service excellence for all branch-related inquiries, enhancing the branch experience when possible.
+ Strive for operational excellence to scale the quantity and quality of workflows via creative enhancements and automation.
+ Build the depth and breadth of internal and external networks, including dealer relationships.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**Hiring Minimum:** $72700
**Hiring Maximum:** $
Read More About Job Overview
**Skills/Requirements**
**What Experience You Need:**
+ B.A./B.S. degree in business, economics, finance, or quantitative related field
+ 18+ months of financial service experience required
+ Series 7 and 63/66 required; additional desk specific licenses are needed within 6 months of hire (52, 55/57, CSI)
+ Successful demonstration of problem-solving techniques with a proficient level of authority complexity, and risk
+ Strong math skills; accuracy is important
+ Strong communication and time management skills
**What Could Set You Apart:**
+ Capital markets experience
+ Client Service and/or financial industry experience
+ CFP, MBA, CFA, CPA or working towards designation(s)
+ Proficiency in non-trading applications or coding language (i.e. Microsoft Suite, Power BI, Tableau, VBA, SQL)
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
**Current INTERNAL home-based associates:** While this role is posted as hybrid, **if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
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2
Senior Investment Analyst, Private Equity
53202 Milwaukee, Wisconsin
$100000 Annually
WhatJobs
Posted 11 days ago
Job Viewed
Job Description
Our client, a reputable financial institution, is seeking a highly analytical Senior Investment Analyst to join their private equity team in Milwaukee. This role is crucial for identifying, evaluating, and executing investment opportunities. You will be responsible for conducting in-depth financial analysis, market research, and due diligence on potential target companies. The ideal candidate will possess a strong understanding of financial modeling, valuation techniques, and investment strategies within the private equity landscape. You will work closely with senior investment professionals to support deal sourcing, transaction execution, and portfolio management. This hybrid role offers a blend of in-office collaboration and remote work flexibility, allowing for optimal productivity and work-life balance. You will play a key part in driving the firm's investment performance and contributing to strategic decision-making.
Responsibilities:
Responsibilities:
- Conduct comprehensive financial and market analysis of potential investment targets.
- Develop detailed financial models, valuation analyses, and investment memorandums.
- Perform due diligence on companies, including financial, operational, and commercial aspects.
- Assist in sourcing new investment opportunities and building relationships with intermediaries.
- Support the execution of investment transactions, including negotiations and deal structuring.
- Monitor the performance of portfolio companies and assist with value creation initiatives.
- Prepare presentations and reports for investment committee meetings and LPs.
- Stay informed about industry trends, economic conditions, and competitive landscapes.
- Collaborate with deal teams and cross-functional professionals.
- Contribute to the firm's investment strategy and knowledge base.
- Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA designation preferred.
- Minimum of 5 years of experience in investment banking, private equity, or corporate finance.
- Strong financial modeling, valuation, and analytical skills.
- Proven experience in due diligence and transaction execution.
- In-depth knowledge of financial markets and investment principles.
- Excellent written and verbal communication skills.
- Ability to work effectively in a fast-paced, team-oriented environment, both remotely and in-office.
- High level of integrity and attention to detail.
- Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, CapIQ).
- Demonstrated interest in private equity and investing.
Apply Now
3
Investment Analyst - Private Debt & Equity
53205 Milwaukee, Wisconsin
Northwestern Mutual
Posted today
Job Viewed
Job Description
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.
**Please note, this opening is for Summer 2026 Openings **The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility.
Analyst Responsibilities:
- Analyze and evaluate private equity and private credit investments across a wide range of industries.
- Develop investment theses.
- Perform detailed financial analysis and modeling.
- Assist in the writing of investment memos and contribute to investment committee discussions.
- Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
- Actively monitor portfolio performance.
Qualifications:
- Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
- A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
- Strong interpersonal skills including written / oral communication and relationship building.
- 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles.
#LI-Onsite
Compensation Range:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
View Now
4
Investment Analyst - Private Debt & Equity
53205 Milwaukee, Wisconsin
Northwestern Mutual
Posted 1 day ago
Job Viewed
Job Description
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.
**Please note, this opening is for Summer 2026 Openings **The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility.
Analyst Responsibilities:
- Analyze and evaluate private equity and private credit investments across a wide range of industries.
- Develop investment theses.
- Perform detailed financial analysis and modeling.
- Assist in the writing of investment memos and contribute to investment committee discussions.
- Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
- Actively monitor portfolio performance.
Qualifications:
- Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
- A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
- Strong interpersonal skills including written / oral communication and relationship building.
- 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles.
#LI-Onsite
Compensation Range:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
View Now
5
Equity Administrator
85067 Phoenix, Arizona
Datavant
Posted 1 day ago
Job Viewed
Job Description
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format.
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
View Now
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6
Equity Administrator
99811 Juneau, Alaska
Datavant
Posted 2 days ago
Job Viewed
Job Description
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format.
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
View Now
7
Equity Administrator
36107 Montgomery, Alabama
Datavant
Posted 1 day ago
Job Viewed
Job Description
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format.
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
View Now
8
Equity Administrator
02133 Boston, Kentucky
Datavant
Posted 1 day ago
Job Viewed
Job Description
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format.
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Job Summary:**
The Equity Administrator will oversee the administration of and serve as the operational owner of the Company's various equity programs. This role will be responsible for the day-to-day administration, process integrity, adherence to compliance, and support across our equity lifecycle. This role requires deep technical knowledge of equity plans, particularly private equity capital structures, all equity and equity award types, cap tables and dilution. You will partner closely with the Finance, HR, Legal, and Payroll teams to ensure accurate administration and reporting of equity and equity compensation in order to deliver a seamless experience for equity holders and stakeholders.
**Key Responsibilities:**
+ Ensure timely and accurate processing of all equity transactions, including issuance of new equity grants, RSU releases, stock option exercises, and termination forfeitures.
+ Identify and mitigate potential risks associated with equity administration.
+ Manage the accurate administration of various equity plans, including stock options, RSUs, profits interests, restricted stock, and other equity instruments.
+ Maintain accurate records of employee and other holders' equity holdings, including share balances, grants, and transactions.
+ Partner with legal, tax and payroll teams to ensure compliance with relevant company policies, tax and legal regulations.
+ Provide timely and accurate responses to shareholder and employee equity holder inquiries.
+ Work closely with HR, payroll, legal, and finance to ensure seamless administration of equity plans.
+ Conduct regular audits of equity grants, terminations, and share balances outstanding within Carta or similar platform.
+ Serve as the "go-to" subject matter expert for employees, executives, and candidates on equity tier 1 and tier 2 questions, statements, and plan mechanics.
+ Provide clear and timely support for employee transactions, including option exercises, tax implications, and grant education.
+ Develop and maintain educational materials for new hire onboarding and executive grant briefings.
+ Monitor equity program usage against plan limits; manage equity pool and dilution reporting.
+ Implement equity administration process improvements, including automation, controls, and cross-training documentation.
+ Ad hoc equity plan analysis
**Basic Qualifications**
+ 7+ years of related equity plan administration experience within a private equity capital structure
+ Bachelor's Degree
+ Meticulous attention to detail, analytical, and highly organized
+ Strong interpersonal skills, oral and written communication skills
+ Strong Excel skills
+ Carta and/or other equity management software experience
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$157,000-$185,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here ( . Know Your Rights ( , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, ( by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here ( . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy ( .
View Now
9